NewEdge Wealth, LLC has opened a new $4.3M position in $DFIV, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $DFIV.
$DFIV Hedge Fund Activity
We have seen 427 institutional investors add shares of $DFIV stock to their portfolio, and 303 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 31,094,510 shares (+38203.9%) to their portfolio in Q1 2026, for an estimated $1,641,168,237
- EP WEALTH ADVISORS, LLC added 2,537,289 shares (+71.2%) to their portfolio in Q4 2025, for an estimated $126,610,721
- CORIENT PRIVATE WEALTH LLC added 1,669,799 shares (+55.1%) to their portfolio in Q4 2025, for an estimated $83,322,970
- FOCUS PARTNERS WEALTH added 1,543,164 shares (+12.6%) to their portfolio in Q4 2025, for an estimated $77,003,883
- KOVITZ INVESTMENT GROUP PARTNERS, LLC removed 1,542,252 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $76,958,374
- FOCUS PARTNERS ADVISOR SOLUTIONS, LLC added 989,314 shares (+20.7%) to their portfolio in Q4 2025, for an estimated $49,366,768
- PNC FINANCIAL SERVICES GROUP, INC. added 981,517 shares (+6.3%) to their portfolio in Q1 2026, for an estimated $51,804,467
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $DFIV ticker page for more data.
